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Anderson Financial Strategies’s Zscaler ZS Stock Holding History

Anderson Financial Strategies’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,200
Closed -$238K – 240
2025
Q1 		$238K Buy
+1,200
New +$239K 0.15% 49

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anderson Financial Strategies's ZS Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Zscaler (ZS) in Q2 2025, closing a stake of 1,200 shares — an estimated $238K sold.

Anderson Financial Strategies first reported a position in ZS in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,200 Zscaler shares in Q2 2025, an estimated $238K.
  • Anderson Financial Strategies first reported a position in Zscaler in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Zscaler position peaked at $238K in Q1 2025.
  • 904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.